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2026 MMI Summit

2026 MMI Summit

March 18 - 20, 2026

Orlando, FL | JW Marriott Orlando, Grande Lakes

CE Credits

Charged admission

Open to MMI members only

Press prohibited

CE Credits:

The 2026 MMI Summit program is being submitted to Investments & Wealth Institute for CE credits for CIMA^®, CPWA^®, CIMC^®, and RMA^® certifications. If credits are approved, the relevant approval code(s) will be shared with attendees after the event.

Overview

The MMI Summit is the premier event for senior leaders across the investment advisory industry. New this year, it is by invitation only, bringing together a select group of leaders for elevated dialogue on the macro trends shaping the future of investment advice and solutions. Designed to foster meaningful peer connections and candid discussions, the Summit offers an intimate, executive-level environment where participants engage with forward-thinking ideas, share perspectives with industry peers, and help shape what’s ahead for investment advisory solutions.

Co-Chairs

David Chorba

Managing Director
National Sales Manager
Nomura Asset Management International

Kelly Vives

Chief Marketing and Communications Officer
Allspring Global Investments

Agenda

Watch this space for the release of the full Summit agenda.

For travel planning purposes, the preliminary schedule (subject to change) is as follows:

Wednesday, March 18 – The Summit begins with a Welcome Reception at 5:00 PM ET.
Thursday, March 19 – Day 2 kicks off bright and early. After a full-day of exciting sessions and speakers, we’ll enjoy a Special Evening Celebration offsite at one of Orlando’s iconic attractions.
Friday, March 20 – No formal sessions. Depart at your leisure or extend your stay in sunny Florida.

Partners and Sponsors

2026 MMI Platinum Partners

2026 MMI Summit Silver Sponsor

Sponsor Opportunities

The 2026 MMI Summit represents a unique opportunity to create high-impact brand awareness with investment advisory business leaders and decision-makers and build relationships. A limited number of high-profile Sponsor opportunities are available.

For additional information, please contact:
Joan Lensing
EVP, Chief Programming Officer
jlensing@mminst.org
646.868.8518

Registration Fees

Registration Date	Fee
Launch – January 30	$2,345
January 31 – February 27	$2,495
February 28 – March 18	$2,595
Launch – March 18*	$2,076

*2024 and 2025 Executive IQ Cohort participants (if designated as part of their firm’s allocated slots)

Venue Information

JW Marriott Orlando, Grande Lakes
4040 Central Florida Parkway
Orlando, FL 32837
407.206.2300

Hotel Information

The JW Marriott Orlando Grande Lakes is located on a lush, 500-acre property in Orlando. The luxury resort is an ideal base for those wishing to explore the area or relax on property. The hotel is located 10 miles from Orlando International Airport (MCO) and 40 miles from Orlando Sanford International Airport (SFB).

Once you register for the conference, you will receive an email confirmation with the hotel reservation link to secure your accommodations at the MMI group rate.